How To Map A Field In Outreach

Objective

The purpose of this article is to provide direction to Outreach admins in the basic mapping of fields between Outreach and a CRM plugin. 

Applies To

• Outreach Admins

Notes

• Outreach does not map to sub-statuses. Organizations needing to map to a sub-status must map a custom field. For more information on syncing sub-statuses to a CRM, refer to the How To Add Triggers for Syncing Sub-Statuses with a CRM article. 
• The CRM Sync experience listed here includes both the Classic Plugin experience and the new Enhanced CRM Sync Experience which is currently in Beta. For instructions on the Enhanced CRM Sync Experience, see section Enhanced CRM Sync Beta.

Procedure

Classic Plugin

1. Access the Outreach Platform.
2. Access the CRM Plugin.
3. Click the applicable object type. 
4. Click the Fields tab. 
5. Click Add in the top right-hand corner.
   
   Result: Blank fields populate at the bottom of the Mapped Fields List.
   
6. Select the applicable field from the Outreach Field dropdown menu.
7. Select the corresponding field from the CRM Field dropdown menu.
   Example: Select Work Phone from the Outreach Prospect Field dropdown menu and select Business Phone from the Dynamics Leads Field dropdown menu to map the Prospects' work phone number value to the corresponding Lead's business phone value in Dynamics.
   
8. Click to enable the Updates In and Updates Out options as applicable.
9. Click Save. 

Enhanced CRM Sync Beta

1. Access the Outreach Platform.
2. Access the CRM Integration.
3. Click the applicable object type. 
4. Scroll to the Set field mapping section.
5. Click Add mapping on the right-hand side. Blank fields will populate at the bottom of the Mapped Fields List.
6. Select the corresponding field from the CRM Field dropdown menu.
7. Select the applicable field from the Outreach Field dropdown menu.
   Example: Select Work Phone from the Outreach Prospect Field dropdown menu and select Business Phone from the Dynamics Leads Field dropdown menu to map the Prospects' work phone number value to the corresponding Lead's business phone value in Dynamics.
8. Click to enable the Update CRM and Update Outreach options as applicable.
9. Click Save.

Additional Information

Outreach & CRM Connection Overview

Outreach CRM Plugin Overview